Michael Kelly

Robert Guiry is a Planning Consultant with a background in coaching and education, which he integrates into his work with clients. He focuses on educating clients about their options and partnering with them to efficiently work towards their financial goals. Robert aims to build long-lasting, professional relationships that help clients feel confident in their financial plans. His professional experience includes serving as Vice President of Investments at David Lerner Associates from 2021 to 2023, and as a Life Insurance Advisor at Charter Oak Financial from 2019 to 2021. These roles have contributed to his expertise in investment and insurance planning. Outside of his professional work, Robert has interests in the beach, comedy, food, football, movies, and theater.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, focusing on providing tailored wealth management and retirement planning solutions. Jeff works with clients of the PWS Wealth Management Group, developing strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. His areas of expertise include annuity products, portfolio management, college education planning, divorce transition planning, family wealth management, retirement income, and defined benefit and contribution plan consulting. Jeff holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Throughout his career, Jeff has been recognized for his dedication, including being named a top advisor in Connecticut by Forbes in 2021. Outside of his professional work, Jeff is a father to three children and stays active through CrossFit training and endurance racing. He is involved with organizations focused on rare diseases, including the Association for Rare Diseases and the Association for Creatine Deficiencies, supporting fundraising and awareness efforts. Jeff’s commitment to his family and community complements his client-centered financial advisory practice.

Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, working from the West Hartford office as part of the Porter Wolf Wealth Management Group. He collaborates closely with his team to assist clients in determining their financial goals and implementing tailored strategies. With over 30 years of experience, Mr. Porter focuses on wealth management strategies involving mutual funds, equity management, bonds, and options. His client specialties include college education planning, divorce transition planning, family wealth management, employee financial health, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Mr. Porter holds an Associate's Degree from Mitchell College, as well as Bachelor's Degrees from the University of New Hampshire and the University of Connecticut. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Residing in Westbrook, CT, he lives with his wife Melissa and their four children. Outside of work, Mr. Porter enjoys baseball, boating, football, hiking, racquetball, soccer, table tennis, tennis, skiing, snowmobiling, and spending time with his family.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.

Donald Page is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2005, he has focused on understanding the priorities of high-net-worth individuals and families, delivering personalized attention and disciplined, customized strategies. His consultative approach to wealth management encompasses portfolio management, investment allocation and implementation, education funding, tax minimization strategies, business solutions, credit, and lending. Before joining Merrill in 2014, Donald spent three years at UBS managing portfolios for a diverse client base including corporate executives, small business owners, and charitable foundations. Prior to UBS, he was an Investment Counselor at T. Rowe Price Investment Services for six years. He holds a bachelor's degree from St. Lawrence University in Canton, New York, and has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional work, Donald enjoys spending time with his wife, son, and their two dogs traveling, hiking, and fly fishing. He is active in his church and volunteers within his local community on Capitol Hill.